QuickBooks ^® Real-Time Payments File

• ~ Automate Account Receivable Collection
• ~ Automate Account Payable Payments
• ~ One-time and Recurring Debits / Credits

Secure QB Plugin payment processing through QuickBooks ^® specializes in the origination of moving money electronically.

Ask about our special:

Request for Payments

To import Real-Time Payments (RTP) Request for Payment (RfP) files to banks, credit unions, or financial institutions using QuickBooks Online (QBO) through SecureQBPlugin, follow these general steps:

1. Setup SecureQBPlugin Integration

• Register and set up the SecureQBPlugin to connect QuickBooks with your bank’s RTP services like FedNow or The Clearing House (RTP).
• Configure the plugin to handle real-time payment requests and ensure that all API settings are correctly linked to both QuickBooks and the bank for smooth processing.

2. Create and Send Invoices

• In QuickBooks, generate digital invoices as usual. Use the SecureQBPlugin to embed a payment link for RTP or FedNow payments within the invoice. This link can either direct the customer to a bank dashboard or a hosted payment page, where they can initiate the payment in real-time.

3. Generate Request for Payment (RfP) Files

• The SecureQBPlugin automatically formats your invoices into ISO 20022 compliant Request for Payment (RfP) files, ensuring they meet the standard required for RTP systems.
• These files are sent either through the bank’s online platform or through the payee’s hosted payment page, depending on how the integration is set up.

4. Customer Payment

• Customers will receive the invoice with an embedded payment link via email or SMS. Upon clicking, they will be directed to a secure page to complete the payment.
• The funds will be transferred instantly, and both you and the customer will receive immediate confirmation of the transaction.

5. Automated Reconciliation in QuickBooks

• Once the payment is made, SecureQBPlugin updates the invoice status in QuickBooks automatically, marking it as paid and reconciling the payment details in real time. This eliminates manual tracking and ensures accurate accounting.

6. Recurring Payments

• For recurring invoices, you can set up a schedule in QuickBooks, and SecureQBPlugin will handle the automatic generation and sending of RfP files at specified intervals, with real-time processing and reconciliation after each payment.

7. Compliance and Security

• SecureQBPlugin ensures that all payments are secure, using industry standards like ISO 20022, and complies with relevant regulations. This setup offers advanced features such as fraud prevention and instant payment notifications.

By utilizing SecureQBPlugin with QuickBooks for RTP and FedNow payments, you streamline the payment process and ensure faster cash flow with less manual effort. It also supports recurring payments and automated reconciliation to make accounting more efficient.

For more detailed steps and pricing information, you can check SecureQBPlugin's documentation

( Real-Time Request Payment)

( Real-Time Wire)

( Payments Real-Time).

Call us, the .csv and or .xml Request for Payment (RfP) file you need while on your 1st phone call! We guarantee our reports work to your Bank and Credit Union. We were years ahead of competitors recognizing the benefits of RequestForPayment.com. We are not a Bank. Our function as a role as an "Accounting System" in Open Banking with Real-Time Payments to work with Billers to create the Request for Payment to upload the Biller's Bank online platform. U.S. Companies need help to learn the RfP message delivering their bank. Today Payments' ISO 20022 Payment Initiation (PAIN .013) show how to implement Create Real-Time Payments Request for Payment File up front delivering message from the Creditor (Payee) to it's bank. Most banks (FIs) will deliver the message Import and Batch files for their company depositors for both FedNow and Real-Time Payments (RtP). Once uploaded correctly, the Creditor's (Payee's) bank continuing through a "Payment Hub", will be the RtP Hub will be The Clearing House, with messaging to the Debtor's (Payer's) bank.

Our in-house QuickBooks payments experts are standing ready to help you make an informed decision to move your company's payment processing forward.

 1) Free ISO 20022 Request for Payment File Formats, for FedNow and Real-Time Payments (The Clearing House) .pdf for you manually create "Mandatory" (Mandatory data for completed file) fields, start at page 4, with "yellow" highlighting. $0.0 + No Support

2) We create .csv or .xml formatting using your Bank or Credit Union. Create Multiple Templates. Payer/Customer Routing Transit and Deposit Account Number may be required to import with your bank. You can upload or "key data" into our software for File Creation of "Mandatory" general file.

Fees = $57 monthly, including Support Fees and Batch Fee, Monthly Fee, User Fee, Additional Payment Method on "Hosted Payment Page" (Request for file with an HTML link per transaction to "Hosted Payment Page" with ancillary payment methods of FedNow, RTP, ACH, Cards and many more!) + $.03 per Transaction + 1% percentage on gross dollar file,

3) Payer Routing Transit and Deposit Account Number is NOT required to import with your bank. We add your URI for each separate Payer transaction.

Fees Above 2) plus $29 monthly additional QuickBooks Online "QBO" formatting, and "Hosted Payment Page" and WYSIWYG

4) Above 3) plus Create "Total" (over 600 Mandatory, Conditional & Optional fields of all ISO 20022 Pain .013) Price on quote.